SBHIX Mutual Fund

SBHIX Mutual Fund

NAV$28.42
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Returns Overview

1 Month
+2.58%
3 Months
+9.22%
6 Months
+6.01%
YTD
+7.28%
1 Year
+28.90%
3 Years (annualized)
+9.70%
5 Years (annualized)
+5.06%
10 Years (annualized)
+5.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBHIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Health Care Index(^SP500-35:SP)
This Mutual Fund (YTD)
+7.28%
Peer Avg (YTD)
+6.74%
vs Peers
+0.54%

SBHIX Mutual Fund Performance

SBHIX performance across multiple time periods: 1-month 2.58%, YTD 7.28%, 1-year 28.90%, 3-year 9.70%, 5-year 5.06%, 10-year 5.74%.

SBHIX returns outperform the peer average of 6.74% YTD. With an expense ratio of 2.60%, investors should weigh costs against performance when evaluating this mutual fund.

SBHIX vs another fund shows side-by-side returns. SBHIX alternatives are available in the Mutual Fund Screener.